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HC

Hurley Capital Portfolio holdings

AUM $193M
1-Year Est. Return 25.58%
This Fund
S&P 500
This Quarter Est. Return
-0.52%
1 Year Est. Return
+25.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$7.53M
Cap. Flow
+$10.7M
Cap. Flow %
8.13%
Top 10 Hldgs %
42.45%
Holding
538
New
131
Increased
92
Reduced
76
Closed
36

Top Buys

Rank Stock Value
1
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.68M
2
HCA icon
HCA Healthcare
HCA
+$1.48M
3
UL icon
Unilever
UL
+$1.37M
4
UPS icon
United Parcel Service
UPS
+$1.18M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$900K

Top Sells

Rank Stock Value
1
VST icon
Vistra
VST
+$1.59M
2
RNR icon
RenaissanceRe
RNR
+$1.44M
3
HCA
HCA INC
HCA
+$1.44M
4
PEP icon
PepsiCo
PEP
+$1.12M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$498K

Sector Composition

Rank Sector Weight
1 Financials 5.58%
2 Energy 4.4%
3 Communication Services 4.02%
4 Healthcare 3.55%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETHA
351
iShares Ethereum Trust ETF
ETHA
$5.54B
$3.94K ﹤0.01%
+285
New +$5.68K
TE
352
T1 Energy
TE
$1.53B
$3.78K ﹤0.01%
+3,000
New +$5.53K
BNDX icon
353
Vanguard Total International Bond ETF
BNDX
$82.9B
$3.76K ﹤0.01%
+77
New +$3.77K
BTC
354
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$3.76K ﹤0.01%
103
– –
MGK icon
355
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$3.72K ﹤0.01%
60
– –
ZM icon
356
Zoom
ZM
$31.1B
$3.69K ﹤0.01%
50
– –
NEM icon
357
Newmont
NEM
$124B
$3.67K ﹤0.01%
76
– –
BOX icon
358
Box
BOX
$4.55B
$3.58K ﹤0.01%
116
– –
SPHY icon
359
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
$3.54K ﹤0.01%
+151
New +$3.57K
TOST icon
360
Toast
TOST
$20.2B
$3.35K ﹤0.01%
101
– –
ETH
361
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$3.27K ﹤0.01%
190
– –
MU icon
362
Micron Technology
MU
$981B
$3.22K ﹤0.01%
37
-373
-91% -$35.8K
NKE icon
363
Nike
NKE
$61.3B
$3.1K ﹤0.01%
49
– –
PDEX icon
364
Pro-Dex
PDEX
$213M
$2.98K ﹤0.01%
60
– –
ARM icon
365
Arm
ARM
$287B
$2.78K ﹤0.01%
26
– –
BIDU icon
366
Baidu
BIDU
$35.9B
$2.76K ﹤0.01%
+30
New +$2.69K
TGT icon
367
Target
TGT
$69.2B
$2.76K ﹤0.01%
26
-398
-94% -$49.7K
BOND icon
368
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.46B
$2.68K ﹤0.01%
+29
New +$2.65K
ASML icon
369
ASML
ASML
$691B
$2.65K ﹤0.01%
4
– –
HELO icon
370
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$2.51K ﹤0.01%
+42
New +$2.6K
FWONA icon
371
Liberty Media Series A
FWONA
$23.4B
$2.28K ﹤0.01%
+28
New +$2.38K
SMR icon
372
NuScale Power
SMR
$4.06B
$2.14K ﹤0.01%
151
– –
X
373
DELISTED
US Steel
X
$1.94K ﹤0.01%
+46
New +$1.74K
MO icon
374
Altria Group
MO
$109B
$1.94K ﹤0.01%
32
– –
RIVN icon
375
Rivian
RIVN
$23.7B
$1.93K ﹤0.01%
155
– –
13 14
15
16 17

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EAM
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SCPM
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GHI
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TVM
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OCA
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KC
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Hurley Capital's Q1 2025 Portfolio in Review

As of Q1 2025, Hurley Capital held 538 positions worth $132M, up 6.1% from $124M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Hurley Capital deployed $10.7M of net new capital in Q1 2025, opening 131 new positions and adding to 92 existing holdings. Its largest new stake was HCA Healthcare: 4,593 shares worth $1.59M.

By sector, the portfolio is most concentrated in Financials at 5.6% of assets, down from 9.4% a quarter earlier, followed by Energy and Communication Services.

On the sell side, the largest reduction was Vistra, an estimated $1.59M trimmed.

  • Hurley Capital's largest Q1 2025 buy was HCA Healthcare: 4,593 shares worth $1.59M.
  • Hurley Capital added most to iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025, an estimated $1.68M increase.
  • Hurley Capital's biggest Q1 2025 reduction was Vistra, cutting an estimated $1.59M.
  • Hurley Capital fully exited HCA INC in Q1 2025, selling an estimated $1.44M.
  • Hurley Capital's ten largest holdings make up 42% of its $132M portfolio in Q1 2025.
  • Hurley Capital opened 131 new positions and closed 36 in Q1 2025.
  • Hurley Capital's portfolio value rose 6.1% quarter-over-quarter to $132M.

Based on Hurley Capital's 13F filing for Q1 2025, filed 7 May 2025.